Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.551 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47376.52 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45981.61 Kr¶
PnL: ---------------------------------------> -906.96 Kr¶
DD now: ---------------------------------> -2.577 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 11:04:40.401640'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -3.240000 | 2719.500000 | 83.500000 | 3.170000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| Beijer Electronics Group | 26 | -3.140000 | 3047.200000 | 76.200000 | 2.560000 | 2971.000006 |
| Corem Property Group B | 59 | -1.570000 | 627.760000 | 50.760000 | 8.800000 | 576.999999 |
| SAAB B | 8 | 0.490000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.870000 | 394.500000 | 39.500000 | 11.130000 | 355.000000 |
| OEM International B | 7 | -1.120000 | 555.100000 | 27.100000 | 5.130000 | 527.999997 |
| Norva24 Group | 16 | -1.230000 | 565.120000 | 22.120000 | 4.070000 | 543.000000 |
| Eastnine | 4 | -0.630000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| HMS Networks | 2 | -3.430000 | 686.800000 | 13.800000 | 2.050000 | 673.000000 |
| Intrum | 4 | -2.350000 | 539.800000 | 12.800000 | 2.430000 | 527.000000 |
| MedCap | 2 | -2.910000 | 433.000000 | 12.000000 | 2.850000 | 421.000000 |
| Coor Service Management Hold. | 8 | -1.380000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| AcadeMedia | 12 | -0.840000 | 564.240000 | 7.240000 | 1.300000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 568.050000 | 6.050000 | 1.080000 | 562.000005 |
| Boozt | 12 | -3.690000 | 1659.600000 | 5.600000 | 0.340000 | 1653.999996 |
| Swedbank A | 3 | -0.260000 | 565.650000 | 1.650000 | 0.290000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.740000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Securitas B | 6 | -0.650000 | 570.600000 | 0.600000 | 0.110000 | 570.000000 |
| Creaspac SPAC | 6 | -0.410000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Essity B | 2 | 0.560000 | 573.400000 | -0.600000 | -0.100000 | 574.000000 |
| Handelsbanken A | 5 | 0.740000 | 545.000000 | -1.000000 | -0.180000 | 546.000000 |
| Resurs Holding | 22 | -1.220000 | 572.220000 | -1.780000 | -0.310000 | 573.999998 |
| Essity A | 4 | 0.170000 | 1146.000000 | -3.000000 | -0.260000 | 1149.000000 |
| Midsona B | 63 | 0.000000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Karnov Group | 9 | -0.340000 | 526.500000 | -9.500000 | -1.770000 | 536.000004 |
| CTEK | 13 | -2.830000 | 518.570000 | -15.430000 | -2.890000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.370000 | 3426.640000 | -27.360000 | -0.790000 | 3453.999992 |
| International Petroleum Corp. | 5 | -4.640000 | 534.500000 | -60.070000 | -10.100000 | 594.565215 |
| Vivesto | 1368 | -3.070000 | 552.400000 | -60.600000 | -9.890000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.370000 | 3752.000000 | -98.000000 | -2.550000 | 3850.000000 |
| Axfood | 13 | -0.470000 | 3611.400000 | -144.600000 | -3.850000 | 3756.000001 |
| OX2 | 18 | -2.420000 | 1490.400000 | -173.600000 | -10.430000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.220000 | 3489.500000 | -321.500000 | -8.440000 | 3810.999990 |
| Ovzon | 52 | -3.660000 | 2875.600000 | -486.400000 | -14.470000 | 3361.999992 |
| TOTAL | 45981.610000 | -906.960000 | -2.57737% | 46888.564618 |
Updated:¶
'2023-01-19 11:04:52.995514'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
